Apply & Purchase Membership

Before You Get Started...

It is important for professional tax preparers to obtain the necessary professional identification numbers to avoid any delays and ensure the tax process goes smoothly for clients. You may need to register for an Electronic Filing Identification Number (EFIN) and Preparer Tax Identification
Number (PTIN).

Is a PTIN necessary ?

Yes! It is absolutely necessary for you to have a PTIN to prepare taxes and receive compensation legally. Failure to have a current PTIN could result in the imposition of Internal Revenue Code section 6695 penalties, injunction, and/or disciplinary action by the IRS Office of Professional Responsibility. 1040Team will not accept your application without your PTIN and documents to support authenticity.

Is an EFIN neccessary ?

No. Without your own EFIN, you will only be able to prepare taxes, you will not be able to transmit the return to the IRS. As a result you will not be able to complete your client’s tax returns, you will have to transmit to a third party who does have an EFIN. You can always apply for an EFIN and transmit your own returns and keep 100% of your fees, or sign up to become an independent contractor with 1040Team and keep 90% of your fees.

Getting Started...

After you have obtained the necessary professional identification numbers, you are ready to get started with our program. The following explains how we take you from Entrepreneur to Tax Professional.

Create an Account

To get started you will need your basic information to create an account.

  • First name
  • Last name
  • Username/Password
  • E-mail (2-step verification)

Verify Your Account

In your profile settings you will upload supporting documents to verify your identity.

  • Verify your PTIN (PTIN letter)
  • Verify your EFIN (EFIN summary page, optional)
  • Verify your Identity (Driver’s License)

Billing

After your account has been verified, you can now purchase our program. We have different payment options for you to choose from. You can pay the full price of $3000 up front or sign up with our third party Buy Now Pay Later partner, [Name of Partner], and have your payments split up into 4 bi-weekly payments. You also have the option to sign up for our Subscription based Invoicing which allows you to $599 down and $240 / Monthly.

The Program

After payment has been made, you now have full access to the 1040Team program which includes:

 

  • State of the art Refund Kingdom Tax Preparation Software.
  • Training for the software.
  • Your own website domain.
  • Best in class customer service.

Refund Kingdoms exemplary Technical Support team is willing and ready to help in your download and setup process of the software. They also provide technical support and will be happy to assist you anyway possible.

Choose a Plan & Create an Account

( Financing may be available at checkout via Affirm & Klarna )

Before You Get Started...

It is important for professional tax preparers to obtain the necessary professional identification numbers to avoid any delays and ensure the tax process goes smoothly for clients. You may need to register for an Electronic Filing Identification Number (EFIN) and Preparer Tax Identification
Number (PTIN).

Is a PTIN necessary ?

Yes! It is absolutely necessary for you to have a PTIN to prepare taxes and receive compensation legally. Failure to have a current PTIN could result in the imposition of Internal Revenue Code section 6695 penalties, injunction, and/or disciplinary action by the IRS Office of Professional Responsibility. 1040Team will not accept your application without your PTIN and documents to support authenticity.

Is an EFIN neccessary ?

No. Without your own EFIN, you will only be able to prepare taxes, you will not be able to transmit the return to the IRS. As a result you will not be able to complete your client’s tax returns, you will have to transmit to a third party who does have an EFIN. You can always apply for an EFIN and transmit your own returns and keep 100% of your fees, or sign up to become an independent contractor with 1040Team and keep 90% of your fees.

Getting Started...

After you have obtained the necessary professional identification numbers, you are ready to get started with our program. The following explains how we take you from Entrepreneur to Tax Professional.

Create an Account

To get started you will need your basic information to create an account.

  • First name
  • Last name
  • Username/Password
  • E-mail (2-step verification)

Verify Your Account

In your profile settings you will upload supporting documents to verify your identity.

  • Verify your PTIN (PTIN letter)
  • Verify your EFIN (EFIN summary page, optional)
  • Verify your Identity (Driver’s License)

Billing

After your account has been verified, you can now purchase our program. We have different payment options for you to choose from. You can pay the full price of $3000 up front or sign up with our third party Buy Now Pay Later partner, [Name of Partner], and have your payments split up into 4 bi-weekly payments. You also have the option to sign up for our Subscription based Invoicing which allows you to $599 down and $240 / Monthly.

The Program

After payment has been made, you now have full access to the 1040Team program which includes:

 

  • State of the art Refund Kingdom Tax Preparation Software.
  • Training for the software.
  • Your own website domain.
  • Best in class customer service.

Refund Kingdoms exemplary Technical Support team is willing and ready to help in your download and setup process of the software. They also provide technical support and will be happy to assist you anyway possible.

Purchase Your Membership

$599 Down / $240 month

Get started now for just $599 and gain access to all software and training needed to begin. You will be then be billed $240 per month for 12 months.

$3,000 Paid in Full

Pay all at once to OWN all of the software and training materials needed to begin your virtual tax preparation business. You will be provided with full support.

Refund Policy:

NO REFUNDS!

Privacy Policy:

Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information. The following outlines our privacy policy.

  • Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.
  • We will collect and use of personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.
  • We will only retain personal information as long as necessary for the fulfillment of those purposes.
  • We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.
  •  Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.
  • We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
  • We will make readily available to customers information about our policies and practices relating to the management of personal information.

We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.

Refund Policy:

NO REFUNDS!

Privacy Policy:

Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information. The following outlines our privacy policy.

  • Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.
  • We will collect and use of personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.
  • We will only retain personal information as long as necessary for the fulfillment of those purposes.
  • We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.
  •  Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.
  • We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
  • We will make readily available to customers information about our policies and practices relating to the management of personal information.

We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.